Posts Tagged ‘beneficiaries’


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on April 10, 2012

September is National Life Insurance Awareness Month When was the last time you looked at your life insurance coverage? Why not do it now? September is as good a time as any – in fact, this is National Life Insurance Awareness Month. The non-profit Life and Health Insurance Foundation for Education (LIFE) wants to awaken [...]

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The Right Beneficiary

Icon Provided by Joseph Regenstein IV, CMFC on December 9, 2011

Who have you chosen to inherit your assets? It may be wise to review your choices. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a question quickly and easily. Or you may be saying, “You [...]

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Inheriting an IRA – Make Sure You Pay Attention to the Rules.

Icon Provided by Joseph Regenstein IV, CMFC on July 24, 2011

What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance.

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